Massive Moats
Massive MoatsResearch on the world’s strongest companies
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 54 | Subscribers | Read | massivemoats.substack.com |
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Netflix, Inc. (NFLX) | The Road Ahead
This article does not constitute investment advice (read the full disclaimer here). This article can be found online at massivemoats.substack.com. At the time of writing, March 12, 2026, I held a long position in Netflix ($NFLX).
Investment Letter February 2026 | €107,825 (+4.0% YTD)
Welcome to this second investment letter of 2026, where I review the portfolio’s performance and key developments throughout February.
Amazon Q4 2025 Earnings Review
An analysis of Amazon's progress and future outlook
Alphabet Q4 2025 Earnings Review
An analysis of Alphabet's progress and future outlook
Authors
The writers behind this newsletter.
Research on the world’s strongest companies
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